Alta Wealth Advisors LLC Portfolio Holdings

Alta Wealth Advisors LLC

  • $226 Million
  • Q4 2024

Alta Wealth Advisors LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $226 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $25M, Spdr Portfolio S&P 500 Value E with a value of $23.1M, Spdr Portfolio with a value of $11.6M, Apple Inc. with a value of $9.55M, and Nvidia Corp with a value of $9.26M.

Examining the 13F form we can see an increase of $7.2M in the current position value, from $219M to 226M.

Below you can find more details about Alta Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $226 Million
ETFs: $130 Million
Technology: $43.6 Million
Healthcare: $15.1 Million
Financial Services: $9.67 Million
Consumer Cyclical: $8.71 Million
Communication Services: $8.45 Million
Consumer Defensive: $6.44 Million
Industrials: $1.57 Million
Other: $2.82 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$9.55 Million 4.23% of portfolio
38,118
Q4 2024 Reduced 0.06%
$355B
$9.26 Million 4.1% of portfolio
68,947
Q4 2024 Added 3.29%
$3.31T
$4.56 Million 2.02% of portfolio
10,821
Q4 2024 Added 3.59%
$257M
$4.33 Million 1.91% of portfolio
1,409,160
Q2 2022 New
$416B
$4.22 Million 1.87% of portfolio
4,607
Q4 2024 Reduced 0.04%
$1.46T
$4.03 Million 1.78% of portfolio
6,832
Q4 2024 Added 0.29%
$2.39T
$3.85 Million 1.7% of portfolio
17,532
Q4 2024 Added 5.31%
$227B
$3.44 Million 1.52% of portfolio
3,246
Q4 2024 Added 3.28%
$1.2T
$3.35 Million 1.48% of portfolio
17,720
Q4 2024 Added 2.27%
$603B
$3.12 Million 1.38% of portfolio
6,885
Q4 2024 Added 0.41%
$1.28T
$2.94 Million 1.3% of portfolio
7,272
Q4 2024 Added 9.95%
$746B
$2.36 Million 1.05% of portfolio
3,061
Q4 2024 Added 0.53%
$128B
$2.1 Million 0.93% of portfolio
19,734
Q4 2024 Added 1.09%
$777B
$2.07 Million 0.91% of portfolio
8,626
Q4 2024 Added 1.78%
$334B
$1.69 Million 0.75% of portfolio
5,061
Q4 2024 Added 0.1%
$56.2B
$1.45 Million 0.64% of portfolio
7,960
Q4 2024 Added 116.3%
$301B
$1.4 Million 0.62% of portfolio
7,901
Q4 2024 Reduced 1.72%
$498B
$1.4 Million 0.62% of portfolio
2,771
Q4 2024 Reduced 16.81%
$257B
$1.32 Million 0.58% of portfolio
14,560
Q4 2024 Reduced 0.29%
$163B
$1.29 Million 0.57% of portfolio
5,245
Q4 2024 Reduced 0.38%
$540B
$1.21 Million 0.54% of portfolio
3,837
Q4 2024 Added 7.39%
$106B
$1.16 Million 0.51% of portfolio
1,834
Q4 2024 Added 3.67%
$16.1B
$1.14 Million 0.5% of portfolio
16,483
Q3 2024 Reduced 0.15%
$117B
$1.11 Million 0.49% of portfolio
12,027
Q4 2024 Added 0.06%
$14.3B
$1.09 Million 0.48% of portfolio
70,719
Q3 2024 Added 33.56%
$127B
$1.02 Million 0.45% of portfolio
18,101
Q4 2024 Added 0.28%
$143B
$998,000 0.44% of portfolio
13,925
Q4 2024 Reduced 0.23%
$205B
$904,000 0.4% of portfolio
5,951
Q4 2024 Reduced 3.33%
$103B
$884,000 0.39% of portfolio
10,363
Q4 2024 Added 0.1%
$198B
$761,000 0.34% of portfolio
6,308
Q4 2024 Added 4.01%
$57B
$739,000 0.33% of portfolio
4,294
Q4 2024 Reduced 0.23%
$113B
$737,000 0.33% of portfolio
1,832
Q4 2024 Added 0.27%
$72.4B
$712,000 0.32% of portfolio
1,000
Q1 2022 New
$202B
$657,000 0.29% of portfolio
1,479
Q4 2024 Added 0.14%
$136B
$624,000 0.28% of portfolio
10,358
Q4 2024 Added 15.74%
$495B
$632,000 0.28% of portfolio
3,795
Q4 2024 Added 0.29%
$210B
$637,000 0.28% of portfolio
2,199
Q4 2024 Added 0.23%
$453B
$604,000 0.27% of portfolio
5,617
Q4 2024 Reduced 0.04%
$106B
$605,000 0.27% of portfolio
5,478
Q4 2024 Added 64.26%
$106B
$590,000 0.26% of portfolio
1,823
Q4 2024 Added 17.84%
$130B
$561,000 0.25% of portfolio
1,155
Q4 2024 Reduced 0.43%
$21.5B
$541,000 0.24% of portfolio
1,401
Q4 2024 Added 20.98%
$87.9B
$496,000 0.22% of portfolio
1,651
Q4 2024 Added 13.24%
$14.6B
$507,000 0.22% of portfolio
1,522
Q4 2024 New
$225B
$493,000 0.22% of portfolio
948
Q4 2024 Added 8.97%
$34.9B
$508,000 0.22% of portfolio
730
Q4 2024 Reduced 62.77%
$305B
$482,000 0.21% of portfolio
3,334
Q4 2024 Reduced 0.3%
$193B
$456,000 0.2% of portfolio
2,974
Q4 2024 Added 16.26%
$149B
$429,000 0.19% of portfolio
1,903
Q4 2024 Added 0.26%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $226 Million
  • Prior Value $219 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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